PALO ALTO, Calif. & BETHESDA, Md. —July 12, 2024— Financial Advisor Magazine recently revealed its 2024 list of the 50 Fastest Growing RIAs in the U.S., and Rebalance is thrilled to announce that we’ve been ranked as the 3rd fastest-growing firm.

About Rebalance 

Rebalance is an award-winning investment firm that provides its clients with access to a fundamentally different and better set of investment options. For individual consumers, Rebalance360 combines world-class investing, financial planning, and personalized advice into a powerful and transformative approach to wealth management. Small business clients trust the firm’s BetterK offering to help them reduce their 401(k) fees by up to 50%, improve employee participation, and “bring alive” employer-based retirement savings plans.

The firm’s innovative solutions and team leadership have been profiled in such top-tier media outlets as The Wall Street Journal, CNBC, FOX Business, NPR, The New York Times, MSNBC, PBS and CBS among others. In 2015, the U.S Senate invited Managing Director Scott Puritz to testify regarding new fiduciary rules designed to make the investments of Americans safer, and he is the only financial advisor in the U.S. ever to testify on such an important issue. In 2018, Rebalance was honored by Schwab’s Pacesetter IMPACT Award™ for Innovation and Growth.

The Rebalance Investment Committee is anchored by four of the most respected experts in the finance world: Professor Emeritus Burton Malkiel, the world-renowned Senior Economist at Princeton University and author of A Random Walk Down Wall Street; Dr. Charley Ellis, the former longtime chairman of the Yale University Endowment; Jay Vivian, the former Managing Director of IBM’s $100+ billion in retirement investment funds for more than 300,000 employees worldwide; and Kristi Craig, CFA, the first-ever Chief Investment Officer of the National Geographic Society, where she oversees a $1.4 billion endowment.

Rebalance is headquartered in Bethesda, Md. and Palo Alto, Calif., currently serves more than 600 clients and manages more than $1 billion of their financial assets.